IFWM
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Institute for Wealth Management’s DoorDash DASH Stock Holding History

Institute for Wealth Management’s Portfolio DASH Stock Details DASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$433K Buy
2,349
+145
+7% +$24K 0.04% 354
2026
Q1 		$331K Buy
+2,204
New +$407K 0.04% 403
2021
Q2 		– Sell
-4,200
Closed -$551K – 490
2021
Q1 		$551K Buy
+4,200
New +$704K 0.1% 245

Other funds holding DASH

SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Institute for Wealth Management's DASH Position: Q2 2026 in Review

Institute for Wealth Management increased its DoorDash (DASH) stake by 6.6% in Q2 2026, buying an estimated $24K and bringing the position to 2,349 shares worth $433K. The position accounts for 0.04% of the portfolio, ranked #354.

Institute for Wealth Management first reported a position in DASH in Q1 2021 and has held it in 3 quarters since. The position peaked at $551K in Q1 2021. 1,040 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

  • Institute for Wealth Management held 2,349 shares of DoorDash worth $433K as of Q2 2026.
  • Institute for Wealth Management bought 145 DoorDash shares in Q2 2026, an estimated $24K.
  • DoorDash made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #354 holding.
  • Institute for Wealth Management first reported a position in DoorDash in Q1 2021 and has held it in 3 quarters since.
  • Institute for Wealth Management's DoorDash position peaked at $551K in Q1 2021.
  • 1,040 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.